Author Archives: C. David Martinez

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Pet Trusts: How to Protect Your Precious Pets After You’re Gone

Pet ownership comes with many benefits like companionship, support, and comfort. They help…

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Provisions for Special Needs Trusts: What to Consider and Include

For long-term planning purposes as well as shielding a recipient’s ability to receive…

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Discretionary Trust Provisions: What You Need to Know

Discretionary Trust Provisions: What You Need to Know A trust is only as…

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Distribution of Trust Funds – Deciding When

As you know by now, when properly drafted and funded, revocable trusts are…

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Funding Your Revocable Trust – Business Interests

You’ve heard the term “funding your trust” and we’ve discussed transferring your bank…

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Funding Your Revocable Trust – Real Property

You’ve heard the term “funding your trust” and we’ve discussed transferring your bank…

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Funding Your Trust – Bank/Savings and other Accounts

You’ve heard the terms “funding your trust” and you know that it’s important…

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Funding Your Trust & Why it’s Important

You’ve met with an experienced attorney and taken the next step in a…

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